Founded in 1996, The Legacy Group, Inc. is an independent, fee-only Registered Investment Adviser (RIA) firm based in Bellevue, Washington. The company's mission is to provide clients with clarity and confidence in their financial future through a comprehensive and integrated approach to wealth management. Their services encompass financial planning, investment management, tax planning, estate planning, and philanthropic strategies, tailored to the unique needs of high-net-worth individuals, families, and foundations.

Founded in

United States